Jacob Sullivan is a CFP-designated registered investment advisor at &partners, based in Clayton, MO, with 17 years of industry experience. Jacob is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.
Fee Estimator
Location
7701 Forsyth Blvd., 8th Floor, Clayton, MO, 63105
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2011Other Business Activities
Jacob has several outside business activities, including partial ownership in Red Barn Family Farms, Rowland Sullivan Properties LLC, Rowland Sullivan Wealth Management LLC, and multiple rental properties. He also dedicates time to the Jeff Sullivan Memorial Foundation and Citizens Against Domestic Violence, and owns Jacob Sullivan Financial LLC.
Employment History
Current Registrations
&partners
&partnersBroker
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations39 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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